Compare · 3 funds side by side · dividends reinvested

THRO, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

THRO, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.2%+7.8%+22.6%[…]−10.9%15.3%$7.4B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: THRO 2021 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.4B[…]

THRO

IWB

iShares Russell 1000 ETF · $48.5B$16,543

$10,000 five years ago, dividends reinvested · they hold 60.2% in common

THROMeasureIWB

+7.2%Year to dateJan 1 → Nov 5+8.1%

+7.8%1 yearTotal return+9.6%

+22.6%3 years · per year$10,000 became $18,406 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

0.57%Expense ratio$57 · $15 a year on $10k · lower is better0.15%

0.32%Trailing 12-mo yield$32 · $95 a year on $10k0.95%

−10.9%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

THROIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IWB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

THRO vs IWB: Top 5 Holdings

Today

THRO

31.4%in top 5

IWB

in top 525.6%

THROStockIWB

8.8%AAPL7.1%

7.5%NVDA6.6%

6.9%MSFT5.8%

4.9%AMZN3.6%

3.3%GOOGL2.4%

Held in common60.2%

End-of-day Nov 5, 2026 · share of each fund

THRO vs IWB Returns, Every Period

iSharesTHRO

+7.8%

past year

IWBiShares

+9.6%

past year

THROIWBFaded: behind in that period

1–2IWB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

THRO vs IWB

YTD

iSharesTHRO

+7.2%

IWBiShares

+8.1%

+7.2%Year to date+8.1%

−10.9%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

0.3%Yield1.0%

$7.4BAssets$48.5B

4–0IWB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: THRO, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

THRO0.57%$57

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: THRO, IWB, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

VUG0.43%$43

THRO0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$43 − $3 = $40

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: THRO, IWB, VUG

Today

60.2%most shared, THRO and IWB

THROIWBVUG

THRO—60.2%50.3%

IWB60.2%—52.0%

VUG50.3%52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

THROWorst drop−10.9%15.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBTHRO

+8.1%Year to date+7.2%

1.0%Yield0.3%

+9.6%Past year+7.8%

0.15%Fee0.57%

4–0IWB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026